What's Actually Going On With Private Credit
Odd Lots27 Apr

What's Actually Going On With Private Credit

The private credit market has grown enormously fast in recent years — so much so that by some estimates it's now bigger than the market for junk-rated corporate bonds. So what's driven all that growth? What impact has private credit had on other types of corporate debt? And why are there so many concerns around the space right now? In this episode, we speak with John Sheehan and Craig Manchuck, two veteran portfolio managers for the strategic income fund at Osterweis Capital Management. We talk about the history of private credit before and after 2008, private credit's links with private equity and insurance, the prospect of higher defaults, and what to watch for right now.

Subscribe to the Odd Lots Newsletter
Join the conversation: discord.gg/oddlots

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1241)

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

On July 14, New York Governor Kathy Hochul announced a one-year moratorium on new large data center projects in the state. It's the nation's first such pause at a time when anti-data center politics i...

15 Juli 42min

Why AI Might Actually Create More Work for Lawyers

Why AI Might Actually Create More Work for Lawyers

It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like searching through dat...

13 Juli 55min

The Korean Levered ETFs Shaking Markets All Around the World

The Korean Levered ETFs Shaking Markets All Around the World

Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad ...

10 Juli 43min

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big ques...

9 Juli 52min

These Are the Sharps Actually Making Money on Prediction Markets

These Are the Sharps Actually Making Money on Prediction Markets

Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you ...

6 Juli 48min

How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food

How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food

In June, grocery giant Aldi opened a store just off of Times Square in Manhattan. It's the company's first location in Midtown and, according to their US Chief Commercial Officer Scott Patton, Aldi ha...

3 Juli 50min

What Dan Wang Saw on His Last Trip to China

What Dan Wang Saw on His Last Trip to China

There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material prosperity is undeniable. And of course, Chinese in...

2 Juli 48min

Baidu's CFO on How It Became a Full-Stack AI Player

Baidu's CFO on How It Became a Full-Stack AI Player

In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its sel...

29 Juni 47min

Populärt inom Business & ekonomi

badfluence
framgangspodden
dynastin
varvet
rss-borsens-finest
uppgang-och-fall
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
avanzapodden
fill-or-kill
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
tabberaset
market-makers
rss-borslunch
borslunch-2
rss-dominoeffekten
rss-veckans-trade